Wealthsimple US
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Wealthsimple US’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthsimple US’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-57,626
Closed -$6.65M – 31
2020
Q2 		$6.65M Buy
57,626
+4,682
+9% +$531K 5.06% 9
2020
Q1 		$5.98M Buy
52,944
+22,531
+74% +$2.57M 5.25% 8
2019
Q4 		$3.46M Buy
+30,413
New +$3.46M 2.75% 14

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthsimple US's MUB Position: Q3 2020 in Review

Wealthsimple US sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 57,626 shares — an estimated $6.65M sold.

Wealthsimple US first reported a position in MUB in Q4 2019 and held it in 3 quarters. The position peaked at $6.65M in Q2 2020. 873 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Wealthsimple US reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthsimple US sold 57,626 iShares National Muni Bond ETF shares in Q3 2020, an estimated $6.65M.
  • Wealthsimple US first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Wealthsimple US's iShares National Muni Bond ETF position peaked at $6.65M in Q2 2020.
  • 873 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.